Restricting Access to Form Templates in Corfix

Corfix Guide: Restricting Access to Specific Form Templates

Purpose

To ensure that only authorized team members can view or edit sensitive form templates — such as the Health and Safey Policy — by assigning role-based access.

Step-by-Step Instructions

1. Go to the Templates Section

   • From the main dashboard, navigate to Forms → Templates.

2. Locate the Template

   • Find the template you want to restrict (e.g., Health and Safety Policy).

3. Open Template Options

   • Click Show Options on the right side of the template’s name.

4. Set Required Role

   • In the options menu, look for Required Role.

   • Choose the role(s) that should have access (e.g., Managers, Supervisors, Admins).

   • This setting ensures that only users with the selected role(s) can see or use the template.

5. Save Changes

   • Confirm your selection to apply the restriction.

   • Once saved, only users with the assigned role can view or edit the template.

Tips

• Use Admin or Manager roles for HR or policy-related templates.

• Regular employees won’t see templates with restricted roles.

• You can always return to Show Options to adjust access levels later.